Hestia Capital Management, LLC
Net seller this quarter
$75.5M
3
-$82.6M
89.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PBI | $59.6M | 78.97% | 2.51% | -58.3% | Q4 2024 |
 KSS | $5.34M | 7.08% | 0.27% | +0.7% | Q4 2024 |
 FLO | $2.87M | 3.80% | 0.17% | +32.8% | Q2 2025 |
| Q1 2026 | |||||
| PBI | $90.1M | 80.91% | 5.44% | -3.6% | Q4 2024 |
| KSS | $3.86M | 3.47% | 0.27% | +107.3% | Q4 2024 |
| FLO | $2.23M | 2.00% | 0.13% | +51.8% | Q2 2025 |
| QVCGA | $82.9K | 0.07% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| PBI | $89.4M | 74.05% | 5.25% | -26.3% | Q4 2024 |
| KSS | $2.95M | 2.44% | 0.13% | -29.3% | Q4 2024 |
| FLO | $1.96M | 1.62% | 0.09% | +56.5% | Q2 2025 |
| Q3 2025 | |||||
| PBI | $131M | 82.99% | 6.67% | -4.7% | Q4 2024 |
| KSS | $3.14M | 1.99% | 0.18% | -19.4% | Q4 2024 |
| FLO | $1.5M | 0.95% | 0.05% | +271.3% | Q2 2025 |